RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
201CADINHA & CO LLC$332,707$1,766,341,127$1,766,341,127
202BEIRNE WEALTH CONSULTING SERVICES, LLC$1,458,931$519,819,667$1,244,027,760$1,763,847,427
203THE WELCH GROUP, LLC$623,887$1,758,737,229$1,758,737,229
204WELLSPRING FINANCIAL ADVISORS, LLC$2,046,787$519,837,993$1,232,211,277$1,752,049,270
206ROFFMAN MILLER ASSOCIATES INC$1,438,914$1,708,232,445$27,098,435$1,735,330,880
207TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
208SMITH, SALLEY & ASSOCIATES, LLC$1,196,230$1,691,469,449$1,691,469,449
209PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
210NORRIS PERNE & FRENCH LLP$999,823$1,660,705,974$1,660,705,974
211BRIDGEWATER ADVISORS INC.$675,755$1,656,274,752$1,656,274,752
212CAPSTONE FINANCIAL ADVISORS INC$698,641$1,636,041,635$6,462,246$1,642,503,881
213SALEM INVESTMENT COUNSELORS INC$914,031$1,613,012,118$27,673,866$1,640,685,984
214OSBORNE PARTNERS$1,169,407$1,281,078,584$351,413,164$1,632,491,748
215VISTA CAPITAL PARTNERS, INC.$749,653$1,620,750,645$1,620,750,645
216VENTURI PRIVATE WEALTH$662,506$1,576,180,000$44,310,000$1,620,490,000
217FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
218REILLY FINANCIAL ADVISORS$193,595$1,545,808,076$56,380,834$1,602,188,910
219TRUE NORTH ADVISORS, LLC$513,091$1,581,734,664$19,623,015$1,601,357,679
220HERITAGE FINANCIAL SERVICES, LLC$364,258$1,601,277,179$1,601,277,179
221COLORADO FINANCIAL MANAGEMENT LLC$570,961$1,561,160,490$15,834,136$1,576,994,626
222NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
223GAMBLE JONES INVESTMENT COUNSEL$1,254,122$874,854,737$684,019,043$1,558,873,780
224SFMG WEALTH ADVISORS$496,349$1,459,390,667$87,234,353$1,546,625,020
225GHP INVESTMENT ADVISORS INC$517,625$1,527,308,746$12,107,036$1,539,415,782
226FOSTER & MOTLEY INC$2,200,443$1,495,054,208$40,855,307$1,535,909,515
227MONOGRAPH WEALTH ADVISORS, LLC$2,364,498$1,454,579,005$77,615,982$1,532,194,987
228PARATUS FINANCIAL, INC.$715,332$119,950,972$1,405,137,386$1,525,088,358
229CHECK CAPITAL MANAGEMENT INC$673,201$1,439,457,820$77,937,755$1,517,395,575
230ROCKY MOUNTAIN ADVISERS, LLC$5,499,156$1,506,768,677$1,506,768,677
231VERIS WEALTH PARTNERS, LLC$808,007$1,304,710,536$201,414,031$1,506,124,567
232RESOURCE MANAGEMENT, LLC$635,873$1,394,937,500$100,000,336$1,494,937,836
233LEGACY WEALTH MANAGEMENT INC$429,132$1,400,870,744$86,930,910$1,487,801,654
234AJ WEALTH$1,692,922$1,209,000,000$274,000,000$1,483,000,000
235CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
236MIRACLE MILE ADVISORS, LLC$1,042,800$1,470,252,353$5,309,271$1,475,561,624
237SADOFF INVESTMENT MANAGEMENT LLC$1,157,168$1,460,346,509$1,460,346,509
238GLASSMAN WEALTH SERVICES, LLC$763,903$1,454,471,398$1,454,471,398
239PORTFOLIO SOLUTIONS LLC$836,169$1,444,900,440$1,444,900,440
240ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
241CAPTRUST FINANCIAL ADVISORS$649,989$1,444,275,931$1,444,275,931
242WALL CAPITAL GROUP, INC.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
243STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
244PARSONS CAPITAL MANAGEMENT INC$913,361$1,433,976,424$1,433,976,424
245PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$793,183$1,433,282,568$1,433,282,568
246BEDEL FINANCIAL CONSULTING INC$361,799$1,423,317,872$5,789,153$1,429,107,025
247BLB & B ADVISORS, LLC$589,086$1,263,340,094$158,123,254$1,421,463,348
248EMERY HOWARD$2,218,027$1,322,625,061$90,258,065$1,412,883,126
249TOM JOHNSON INVESTMENT MANAGEMENT, LLC$377,713$1,411,891,826$1,411,891,826
250BREEDS HILL CAPITAL LLC$3,295,195$107,923,825$1,302,419,524$1,410,343,349
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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

Database last updated on June, 2020.